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Designed to work with all types of wealth management professionals
and their practices, IPS AdvisorPro™ offers a flexible
solution to creating and managing Investment Policy Statements. Investment
Policy Statements are quickly becoming one of the most important documents in a
financial advisory relationship. Whether you are just starting to use them in
your own practice or have worked with them for years, you just can’t afford to
be without IPS AdvisorPro™.
IPS AdvisorPro™ makes Investment Policy Statements simple to
create and effective to use. With an encrypted, secure web-based environment,
you will enjoy the flexibility of working with IPS AdvisorPro™
in the office, at home or even when traveling. And because IPS AdvisorPro™
was created by financial advisors just like you, it is designed to integrate
easily into your day to day operations, so that it adds value to your practice
from day one.
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